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Size ($ in 1000's)
At 03/31/2024: $130,341 At 12/31/2023: $116,338
VERITY Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from VERITY Wealth Advisors 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the VERITY Wealth Advisors top holdings by largest position size, as per the latest 13f filing made by VERITY Wealth Advisors.
In the VERITY Wealth Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by VERITY Wealth Advisors in that top holding, then the share count change between reporting periods, and finally the VERITY Wealth Advisors top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD TOTAL STOCK MARKET ETF (VTI) |
130,618 |
+9,661 |
$33,948 | VTI | 130,618 | +9,661 | $33,948 | ISHARES CORE S&P 500 ETF (IVV) |
38,035 |
-59 |
$19,996 | IVV | 38,035 | -59 | $19,996 | VANGUARD FTSE ALL WORLD EX US (VEU) |
149,983 |
+1,574 |
$8,797 | VEU | 149,983 | +1,574 | $8,797 | MICROSOFT CORP COM |
9,141 |
+312 |
$3,846 | MSFT | 9,141 | +312 | $3,846 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
84,487 |
+337 |
$3,529 | VWO | 84,487 | +337 | $3,529 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
63,480 |
+1,664 |
$3,185 | VEA | 63,480 | +1,664 | $3,185 | ISHARES MSCI ACWI EX US (ACWX) |
57,024 |
UNCH |
$3,044 | ACWX | 57,024 | UNCH | $3,044 | ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA) |
80,820 |
-8,317 |
$2,819 | HEFA | 80,820 | -8,317 | $2,819 | SCHWAB U.S. LARGE CAP ETF (SCHX) |
44,917 |
-285 |
$2,788 | SCHX | 44,917 | -285 | $2,788 | ISHARES MSCI USA ESG SELECT ETF (SUSA) |
23,554 |
UNCH |
$2,571 | SUSA | 23,554 | UNCH | $2,571 | SCHWAB INTERNATIONAL EQUITY ETF (SCHF) |
57,197 |
UNCH |
$2,232 | SCHF | 57,197 | UNCH | $2,232 | ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) |
22,733 |
-653 |
$1,900 | USMV | 22,733 | -653 | $1,900 | VANGUARD REIT INDEX ETF (VNQ) |
20,950 |
-375 |
$1,812 | VNQ | 20,950 | -375 | $1,812 | ISHARES 0 5 YEAR TIPS BOND ETF (STIP) |
13,841 |
UNCH |
$1,376 | STIP | 13,841 | UNCH | $1,376 | QUALCOMM INC |
7,795 |
+64 |
$1,320 | QCOM | 7,795 | +64 | $1,320 | ISHARES NASDAQ BIOTECHNOLOGY (IBB) |
8,898 |
UNCH |
$1,221 | IBB | 8,898 | UNCH | $1,221 | PEPSICO INC COM |
6,837 |
+51 |
$1,197 | PEP | 6,837 | +51 | $1,197 | ISHARES ESG ADVANCED MSCI USA ETF (USXF) |
26,031 |
+2,791 |
$1,175 | USXF | 26,031 | +2,791 | $1,175 | SCHWAB U.S. BROAD MARKET ETF (SCHB) |
18,696 |
UNCH |
$1,141 | SCHB | 18,696 | UNCH | $1,141 | VANGUARD SHORT TERM TREASURY ETF (VGSH) |
19,308 |
+5,238 |
$1,121 | VGSH | 19,308 | +5,238 | $1,121 | VANGUARD TOTAL BOND MARKET ETF (BND) |
15,418 |
-3,114 |
$1,120 | BND | 15,418 | -3,114 | $1,120 | JOHNSON & JOHNSON COM |
7,065 |
+61 |
$1,118 | JNJ | 7,065 | +61 | $1,118 | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX) |
43,719 |
UNCH |
$1,112 | DFAX | 43,719 | UNCH | $1,112 | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD (SUB) |
10,328 |
+2,568 |
$1,082 | SUB | 10,328 | +2,568 | $1,082 | CINTAS CORP |
1,530 |
-2 |
$1,051 | CTAS | 1,530 | -2 | $1,051 | VANGUARD SHORT TERM CORP BOND FD ETF (VCSH) |
13,598 |
+17 |
$1,051 | VCSH | 13,598 | +17 | $1,051 | SCHWAB US AGGREGATE BOND ETF (SCHZ) |
22,501 |
+134 |
$1,035 | SCHZ | 22,501 | +134 | $1,035 | VANGUARD SHORT TERM BOND ETF (BSV) |
12,638 |
+1,849 |
$969 | BSV | 12,638 | +1,849 | $969 | VANGUARD S&P 500 ETF (VOO) |
1,985 |
+615 |
$954 | VOO | 1,985 | +615 | $954 | EXXON MOBIL CORP COM |
7,940 |
UNCH |
$923 | XOM | 7,940 | UNCH | $923 | ISHARES ESG ADVANCED MSCI EAFE ETF (DMXF) |
12,840 |
+2,771 |
$875 | DMXF | 12,840 | +2,771 | $875 | ALLIANT ENERGY CORP COM |
16,443 |
UNCH |
$829 | LNT | 16,443 | UNCH | $829 | BERKSHIRE HATHAWAY INC DEL CL B NEW |
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$788 | BRK.B | 1,875 | +42 | $788 | BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF (MEAR) |
15,421 |
+5,383 |
$773 | MEAR | 15,421 | +5,383 | $773 | ISHARES S&P 100 ETF (OEF) |
3,114 |
-53 |
$771 | OEF | 3,114 | -53 | $771 | ISHARES COHEN & STEERS REIT ETF (ICF) |
12,812 |
+30 |
$739 | ICF | 12,812 | +30 | $739 | ISHARES MSCI KLD 400 SOCIAL ETF (DSI) |
7,299 |
UNCH |
$736 | DSI | 7,299 | UNCH | $736 | ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT) |
11,780 |
+6,512 |
$702 | XT | 11,780 | +6,512 | $702 | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) |
10,294 |
UNCH |
$699 | IXUS | 10,294 | UNCH | $699 | GE AEROSPACE COM NEW |
3,733 |
UNCH |
$655 | GE | 3,733 | UNCH | $655 | ISHARES ESG AWARE 1 5 YEAR USD CORPORATE BOND ETF (SUSB) |
25,716 |
UNCH |
$630 | SUSB | 25,716 | UNCH | $630 | ISHARES CALIFORNIA MUNI BOND ETF (CMF) |
10,915 |
-7,872 |
$628 | CMF | 10,915 | -7,872 | $628 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) |
11,636 |
+4,139 |
$600 | IEMG | 11,636 | +4,139 | $600 | ISHARES PREFERRED & INCOME SECURITIES ETF (PFF) |
18,378 |
+9,558 |
$592 | PFF | 18,378 | +9,558 | $592 | ISHARES ESG AWARE MSCI EAFE ETF (ESGD) |
7,335 |
UNCH |
$586 | ESGD | 7,335 | UNCH | $586 | ISHARES TR S&P 1500 INDEX FD (ITOT) |
4,861 |
+955 |
$560 | ITOT | 4,861 | +955 | $560 | THERMO FISHER SCIENTIFIC INC COM |
950 |
UNCH |
$552 | TMO | 950 | UNCH | $552 | ISHARES GLOBAL CLEAN ENERGY ETF (ICLN) |
39,334 |
+19,599 |
$550 | ICLN | 39,334 | +19,599 | $550 | ISHARES RUSSELL 3000 ETF (IWV) |
1,768 |
UNCH |
$531 | IWV | 1,768 | UNCH | $531 | DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) |
12,775 |
UNCH |
$522 | DFUV | 12,775 | UNCH | $522 |
See Full List: All Stocks Held By VERITY Wealth Advisors
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By VERITY Wealth Advisors
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